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  1. A report showing all Bank Statement lines for (Filtered) bank accounts and date ranges.
    This report could be used to track transfers that go from Bank Account A to B to C.
    Should include User created statement lines and reconciliation status. Additional details such as matched transactions would also be useful.

    12 votes

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  2. Bank statement search needs to allow the user to filter the search by spent or received as the amounts elements apply to both spent and received.

    Also - please fix the bug with status being ignored by the search.

    38 votes

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  3. Can we have complete name of Chart of Account in Xero Expense. For eg, from screeenshot attached, we have x3 different Meal Chart of Account but as i can't see the complete name of the chart of account i have to go to different screen to find the right code.

    If we can see/have complete name of the chart of the account when submitting/editing Credit Card receipt that will be super helpful

    3 votes

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  4. There are so many disadvantages to the new invoicing. All my points have been covered in previous ideas so have voted for them. This note is to add my frustrations to everyone else's on this supposed "faster" way to invoice.

    I have even had a customer say the GST was wrong and had to revert to the classic invoicing to fix then return to the new version.

    This whole new version is not my favourite and I will be recommended to my clients to consider other software if these Xero "improvements" continue to disappoint. There are other improvements that disappoint…

    4 votes

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    Thank you for your feedback, Kathy - I've made sure your feedback here has also been shared with our product team and thank you for also adding your voice and votes to specific ideas across the forums here. 

    We will move the thread here itself to not planned, however we will continue to iterate new invoicing to keep improving the experience for all our customers. 

  5. If you pay a vendor too much and they send you a refund for the overpayment that is recorded as a Receive Money transaction, then the amount to be reported on the 1099 should be the net (amount paid less the refund received), but since Receive Money transactions don't populate on the 1099 report, the amount is incorrect.

    4 votes

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  6. Please look into the idea for Importing and Exporting exchange rate from Xero for the ease of update if default XE Rate is not used by the organisation and the export function to generate exchange rates used for the period.

    20 votes

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  7. Branding Themes (in Invoice Settings) that are templates for Invoices, Statements, Purchase Orders, Quotes, Remittances, you name it, can only currently be 'deleted' when no longer required (ie, if a staff member resigns). BUT, individual staff themes have generally been attached to a transaction and once that 'theme' is deleted, you lose the history/audit capability. Being able to ARCHIVE instead will maintain the integrity of all the 'theme' template data it was use for.

    6 votes

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  8. Access and use G702 & G703 Application for Payment forms for progress payment

    1 vote

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  9. I would like to be able to bulk edit a select, small number of products and/or export them to CSV for editing and re-importing.

    We have 4000 SKUs, and if I want to edit 20, a simple bulk edit feature would be very useful. The CSV is unmanageable and needs to be split up for re-importing. It makes a huge task when it needn't be.

    1 vote

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  10. In Xero Projects --> Time it will show "Deadline 31 May 2024 80 days to go"

    Instead could it show "56 days elapsed and 80 days to go", or a percentage of the days elapsed to give it a scale the same way the invoiced and timesheeted hours headings do.

    You could treat the first day as the first time entry on the project, so no need to add a field to manually set the project start date.

    3 votes

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  11. Please add customer email and customer phone to the Standard Xero Invoice Template Packing Slip. It can just go below the main address.

    Thank you

    7 votes

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  12. It would be great to be able to connect a normal SumUp account like you can Stripe or PayPal not just SumUp POS.

    13 votes

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    Hi everyone, thanks for your votes on this idea. While we're always interested in integrating with more banks, the most effective way to get a new feed established is for customers to request it directly from their bank. The more that SumUp hears from its own customers that a Xero integration for bank feeds is needed, the more likely they are to work with us to build one.

    For now, you can manually import your SumUp transaction data into Xero using QIF, OFX, or CSV file types. You can find detailed instructions on how to do this in the Xero Central article below.

    This idea is open for voting and comments, and we'll continue to keep an eye on the interest for this idea here.

  13. I understand the new journal report can add a column of "Posted by". it would be great if we can also add the "created by" and "edited by" in the report. We want to see a list of creator, editor and poster for each journal (with Journal details).

    7 votes

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  14. Employees have requested their net pay to be paid across more than four bank accounts, though this function is not available. Increasing the number of bank accounts would assist employees and those processing payroll.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  15. When using the new Avalara auto taxes, the options are now show every line item tax rate, even if it's except. This is not right. Tax Exempt lines should show Exempt, just like they did with the manual tax entry. My clients are confused why every line item shows a rate rate, even if it isn't being taxed. In the business AND accounting world this is not right. Only items that are being taxed should show tax rate.

    5 votes

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  16. It would be beneficial to be able to adjust the check voucher format.

    When paying multiple bills on one check, just list the bills (1 per line) that this check is paying. The reference line on the check voucher should agree to the Reference field on the bill. It makes no sense to reference each line item on the bill. We can have over 25 line items on a bill. I hope this issue can be addressed soon.

    2 votes

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  17. Xero should create Fixed Assets as a draft if they are recoded from other accounts at a later date, rather than having to completely remove them and re-enter them as fixed assets.

    7 votes

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  18. allow for contact navigation to left of screen more streamline

    1 vote

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  19. Option to exclude debit and credit amounts when copying manual journal

    1 vote

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  20. Please allow bank feeds to be connected via Discovery Bank. This is one of South Africa’s largest and fastest growing banks used by businesses.

    5 votes

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